Reltio Implementation Guide

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This page is full of questions, blogs and how to documents on the topic of Reltio Implementations. The questions and other content is directly from the Reltio Community. We want to make finding content around Reltio implementations as easy as possible. 

Community Blogs:

Reltio Workflow Customization Document
Workflows can be customized by modifying the business process definition as well as the java code that the process definition is referencing.  The overall process flow is handled by the business process definition whereas execution of platform actions is done within the java code.

Step by Step Guide on Adding A New Source To Reltio
This blog provides best practices for when a new source is being added to a domain, and match rules need to be validated. This blog will list all steps and the order they should be considered. Generally the Professional Services team will consult and guide the client on which steps are relevant for their implementation.


Effective Match Tuning: Design and Implementation
Match tuning is the iterative process of developing match rules while minimizing bad matches, maximizing automation, and preserving system performance. Match tuning is performed using a three-step process, that I call the match tuning life cycle.

Q&A - Click the link to get entire answer

• How do I add business logic or validation on specific attributes in Reltio? DVFAction function invokes the Data Validation Framework and is inserted into the L3 configuration by the Console UI whenever Validations are enabled. The Console inserts the function into BeforeSave LCA hook, which makes all validations warnings (profiles are saved and the warnings are stored in the analytical attributes as documented). An implementer can decide to add the function to Validate LCA hook.

• We have a need for a custom noise dictionary, but I can't find any details as to how to implement this in the documentation. I can only find how the noise dictionary is set up in the L3 configuration. So here are my questions: Where do we put this noise dictionary text file? How should the syntax in the file look like? Could anyone provide me with an example? For the Noise dictionary, you will have to create a file with Noise words and get it on Reltio S3 via Support ticket. Sample Noise dictionary File on S3.... 

• Can I make UI changes that I can't do via the Console, i.e. Dashboard changes, more complex UI changes. Currently, Reltio does not have a way to let customers edit UI directly, other than what is supported in the UI Console. Attached is a doc that I think is helpful....

• What is the suggested approach to implement Household grouping in Reltio? I have done this once and can share our approach. Step 1. Create a Household EntityType with attributes like last name, address, and anything else you would like to capture and store. Step 2.....

• What are the pros and cons of Address being implemented as Nested Attribute versus a Reference Attribute? Pro and Cons of Address as nested vs entity: Pro: Dataload speed approximately 3.5 times higher - (With separate entity, you need to create 3 objects in Relito, entity1, entity2 and relation between entity1 & entity2, which is reduced to a single object when its defined as nested)....

• What is survivorship and how can we best leverage it?  Survivorship is referring to how to define the best and most reliable value for an attribute across all of the different sources loaded into Reltio. The surviving value of an attribute is referred to as the Operational Value......

• Reltio MDM Implementation in Financial domain The financial domain has a lot of components. It could mean insurance (B2B, B2C, ReInsurers, etc), Banking, Wealth Management, and within organizations, management of the Chart of Accounts used to roll up the companies accounting. Reltio has customers in all these domains....

 
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